DOSSIER · 13F-HR · Q3 2025
LMDAGG, L.L.C.
$69M in tracked AUM across 2 positions as of Q3 2025.
LL
CIK 0001942401 · last filed Sep 30, 2025
AI Analysis · Q3 2025
Portfolio Overview
LMDAGG, L.L.C. presents a highly concentrated investment portfolio with a total value of $69.11 million as of the reporting period ending September 30, 2025. The portfolio is exceptionally narrow in scope, containing only two holdings. This lack of diversification indicates a high-conviction strategy where the firm allocates capital exclusively to its best ideas rather than spreading risk across a broader basket of securities. Over the quarter, the portfolio experienced a...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2025. Methodology
Quarter at a glance — Q3 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2025.